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Our Services
FINANCIAL EDUCATION
You'll discover the financial concepts and tax strategies that will finally give you the edge.
We’re passionate about helping individuals understand key concepts like interest rates, inflation, debt, tax strategies for business owners, (both present and future), compound interest, risk-free growth, tax-free wealth & retirement planning, financial protection, assets and liabilities — all in plain, practical language.
FINANCIAL NEEDS ANALYSiS
Every individual and business is unique and different, and in different life stages, so our tax strategy and planning and protection team will analyze and help you with tailored solutions for your personal and business financial needs.
After thorough analysis and initial education, we customize future-thinking ideas and offerings to match clients' short and long-term interests...
FINANCIAL PLANNING.
Smart management of your finances can help you achieve your goals and dreams, and at the same time mitigate risk and protect your hard-earned dollars.
We can help you put together a personalized plan and help guide your financial decisions so you can harvest the retirement you desire.
Because:
"Those who fail to plan, plan to fail."
SOCIAL SECURITY
It is essential that you analyze your Social Security options alongside your other retirement accounts.
By looking at your whole picture and vision, you can decide on the right timing and tax-advantaged strategies to optimize your social security benefits.
ESTATE PLANNING
One of the greatest acts of love you can do is take care of your own end-of-life preparations so that your loved ones don't have to.
Without a strategic plan or the proper documents in place there can be a long-lasting (and even generational) negative impact on your family. Distribution of property, the care of a minor, health care and legacy decisions are all very important items that need to be addressed.
RETIREMENT INCOME PLANNING
You have sowed your retirement seed by accumulating and growing your retirement assets. Using 401Ks and investments you have probably created a nest egg, however; How do you convert your assets into a guaranteed and/or tax advantaged retirement income without it getting eroded by devaluation and over-taxation?
Let's strategize enough income to cover your expenses in retirement without affecting your lifestyle.
TAX STRATEGY AND WEALTH ENGINEERING
Let's just say it's not about what you make, it's about what you KEEP.
We believe in paying our fair share in taxes, but not OVER-paying unnecessarily.
You deserve to not only KEEP the hard earned money you've earned and compounded, but be able to pass it down risk-free, tax-free and worry-free.
RISK MITIGATION AND TAX ENGINEERING
We can help you put together a plan for income in retirement, but we don’t stop there.
Unlike a normal CPA who "checks the box" on what you've already done for the year, we put future proofing strategies in place to help protect you from uncontrollable circumstances, market loss, inflation, lawsuits, over-taxation, etc.
Without future-thinking and strategic financial engineering, your businesses and your family will take major hits.
Financial blind spots threaten most people's retirement plan.
BUSINESS DEVELOPMENT AND STRATEGY
With our L.I.T. Systems and strategies, you will discover how to leverage yourself, and your business, bringing in complementary and aligned income channels so you can compound results, experience early retirement or simply create more money and time freedom for generational wealth.
Our Mission:
Empowering Financial Independence
and Generational Wealth
Our mission is to help you strategize and implement your plan for an early, tax-free retirement so you can leave your own Legendary Legacy.
Listed Services
We can help you with:
> W-2 Tax Strategy
> 1099 Tax Strategy
> Tax-Free Wealth Strategies
> Income Planning
> Asset Preservation and Protection
> Early Retirement Planning
> Risk Mitigation
>Business Planning and Development
> QPRt
> CRT
Get a Quote
At Eagle Eye, we’ve put thousands of Americans on the path to financial strength, independence and generational wealth.
We provide safer, more predictable strategies to allocate retirement dollars, ensuring a secure and fulfilling retirement while building a lasting legacy for the next generation.
Let’s create a future where your retirement is abundant, and your legacy endures!
Get the personalized attention you need NOW!
Our Staff
Our Team
Mariana Rolim
Team Lead, Financial Planning, Tax Engineering
Marco Frank Montoya
Chief Vision Officer, Financial Concepts
Terry Register
Tax Planning, Risk Mitigation
Rich Kostas
Financial Services/Insurance/Asset Protection
Schedule a consultation with us to discuss your goals and create a personalized plan tailored to your specific needs.
Our team can meet with you regardless of your location.
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We’re Working With
Office:
5055 Avenida Encinas, Suite 210, Carlsbad California 92088
Call 801-554-2574
Email: [email protected]
Site: www.LegendaryLifestylePlanning.com